Investment Strategy

Tikehau International Cross Assets aims to generate a gross annualized return in excess of the €STR benchmark* +300 bp over a recommended minimum investment horizon of 5 years. The investment strategy focuses on the active and discretionary management of a diversified portfolio of equities (between -20 and 100% of the Sub-Fund's net assets) and debt securities (between 0 and 100% of the Sub-Fund's net assets) from all economic sectors, geographical areas and market capitalizations.

*The Sub-Fund is is actively managed and refers to a benchmark indicator exclusively as an ex-post performance indicator and, where relevant, for the purpose of calculating the performance fee. The Sub-Fund's management style will never consist in tracking the composition of a benchmark index.The benchmark index used may differ for non-euro share classes. Please refer to the prospectus for further information.

Synthetic Risk Indicator

1 2 3 4 5 6 7

Lower risk
Potentially lower return
Higher risk
Potentially higher return

Fund aum is at: 31 December 2025

339,161,657

NAV 731.51

Managers

Jean-Marc Delfieux, Clovis Couasnon

Recommended Holding Period

5 years

ISIN Code

LU2147880129

Bloomberg

TICASEA LX Equity

SFDR Classification

8

Past performance is no indication or guarantee of future performance.

Risk profile

  • Risk of capital loss
  • Counterpary risk
  • Liquidity risk
  • Credit risk
  • Equity risk
  • Dividend risk
  • Volatility risk
  • Sustainability risk

For a full and detailed description of all risks, please refer to the Fund’s prospectus. 
The occurrence of any of the risks may result in a decrease in the net asset value of the Fund.

ANNUAL PERFORMANCE

ANNUAL PERFORMANCE

2024

2023

2022

2021

2024

2023

2022

2021

Tikehau International Cross Assets S-Acc-EUR

7.2%

8.4%

-8.4%

6.5%

7.2%

8.4%

-8.4%

6.5%

Prospectus index

6.2%

5.6%

2.3%

1.7%

6.2%

5.6%

2.3%

1.7%

ROLLING PERFORMANCE

ROLLING PERFORMANCE

1 month

YTD

6 months

1 year

3 years

3 months

Inception

18 months

1 month

YTD

6 months

1 year

3 years

3 months

Inception

18 months

-0.2%

5.4%

3.4%

5.7%

22.1%

1.7%

19.5%

9.9%

-0.2%

5.4%

3.4%

5.7%

22.1%

1.7%

19.5%

9.9%

Past performance does not predict future results, displayed net of management fees in Fund’s reference currency (according to the currency of the State of residence of the investors, the returns may increase or decrease as a result of currency fluctuations). The achievement of the investment objective is not guaranteed. The index shown is used exclusively as an ex post performance indicator and, where applicable, to calculate the performance fee, and does not constitute the benchmark for the fund, which is managed on an active, dynamic and discretionary basis. Investors' attention is drawn to the fact that the historical performance displayed up to 01/01/2021 is the past performance of a UCITS fund merged into the Sub-Fund with a very similar investment strategy and risk profile. (As of 31/12/2020 merger-absorption of the UCITS fund « Tikehau Income Cross Assets » by the sub-fund Tikehau International Cross Assets).

Performance scenarios

The figures shown include all the costs of the product itself, but may not include all the costs that you pay to your advisor or distributor.
The figures do not take into account your personal tax situation, which may also affect how much you get back. What you will get from this product depends on future market performance. Market developments in the future are uncertain and cannot be accurately predicted.
The unfavourable, moderate, and favourable scenarios shown are illustrations using the worst, average and best performance of the product over the last 10 years.

Recommended holding period : 5 years

Example of an investment : 10,000

IF YOU EXIT AFTER 1 YEAR

IF YOU EXIT AFTER 5 years

Minimum

THERE IS NO MINIMUM GUARANTEED RETURN. YOU COULD
LOSE ALL OR PART OF YOUR INVESTMENT.

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4812.99 €

IF YOU EXIT AFTER 5 years

6374.38 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-51.87 %

IF YOU EXIT AFTER 5 years

-8.61 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

8184.46 €

IF YOU EXIT AFTER 5 years

10165.44 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-18.16 %

IF YOU EXIT AFTER 5 years

0.33 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10739.84 €

IF YOU EXIT AFTER 5 years

12755.23 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

7.40 %

IF YOU EXIT AFTER 5 years

4.99 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

14286.72 €

IF YOU EXIT AFTER 5 years

16720.80 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

42.87 %

IF YOU EXIT AFTER 5 years

10.83 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

6247.49 €

IF YOU EXIT AFTER 5 years

6854.05 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-37.53 %

IF YOU EXIT AFTER 5 years

-7.28 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

7966.17 €

IF YOU EXIT AFTER 5 years

9440.44 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-20.34 %

IF YOU EXIT AFTER 5 years

-1.15 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10450.74 €

IF YOU EXIT AFTER 5 years

10984.31 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

4.51 %

IF YOU EXIT AFTER 5 years

1.90 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

12642.78 €

IF YOU EXIT AFTER 5 years

13176.85 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

26.43 %

IF YOU EXIT AFTER 5 years

5.67 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

6247.49 €

IF YOU EXIT AFTER 5 years

6854.05 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-37.53 %

IF YOU EXIT AFTER 5 years

-7.28 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

7966.17 €

IF YOU EXIT AFTER 5 years

9440.44 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-20.34 %

IF YOU EXIT AFTER 5 years

-1.15 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10450.74 €

IF YOU EXIT AFTER 5 years

10984.31 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

4.51 %

IF YOU EXIT AFTER 5 years

1.90 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

12642.78 €

IF YOU EXIT AFTER 5 years

13176.85 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

26.43 %

IF YOU EXIT AFTER 5 years

5.67 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

6247.49 €

IF YOU EXIT AFTER 5 years

6854.05 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-37.53 %

IF YOU EXIT AFTER 5 years

-7.28 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

7966.17 €

IF YOU EXIT AFTER 5 years

9440.44 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-20.34 %

IF YOU EXIT AFTER 5 years

-1.15 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10450.74 €

IF YOU EXIT AFTER 5 years

10984.31 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

4.51 %

IF YOU EXIT AFTER 5 years

1.90 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

12642.78 €

IF YOU EXIT AFTER 5 years

13176.85 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

26.43 %

IF YOU EXIT AFTER 5 years

5.67 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

6244.02 €

IF YOU EXIT AFTER 5 years

6853.51 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-37.56 %

IF YOU EXIT AFTER 5 years

-7.28 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

7966.17 €

IF YOU EXIT AFTER 5 years

9440.44 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-20.34 %

IF YOU EXIT AFTER 5 years

-1.15 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10377.51 €

IF YOU EXIT AFTER 5 years

11023.95 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

3.78 %

IF YOU EXIT AFTER 5 years

1.97 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

12642.78 €

IF YOU EXIT AFTER 5 years

13176.85 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

26.43 %

IF YOU EXIT AFTER 5 years

5.67 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

6244.02 €

IF YOU EXIT AFTER 5 years

6853.51 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-37.56 %

IF YOU EXIT AFTER 5 years

-7.28 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

7966.17 €

IF YOU EXIT AFTER 5 years

9440.44 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-20.34 %

IF YOU EXIT AFTER 5 years

-1.15 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10377.51 €

IF YOU EXIT AFTER 5 years

11023.95 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

3.78 %

IF YOU EXIT AFTER 5 years

1.97 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

12642.78 €

IF YOU EXIT AFTER 5 years

13176.85 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

26.43 %

IF YOU EXIT AFTER 5 years

5.67 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

6242.93 €

IF YOU EXIT AFTER 5 years

6852.57 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-37.57 %

IF YOU EXIT AFTER 5 years

-7.28 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

7961.64 €

IF YOU EXIT AFTER 5 years

9417.39 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-20.38 %

IF YOU EXIT AFTER 5 years

-1.19 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10372.59 €

IF YOU EXIT AFTER 5 years

10997.58 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

3.73 %

IF YOU EXIT AFTER 5 years

1.92 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

12637.64 €

IF YOU EXIT AFTER 5 years

13146.18 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

26.38 %

IF YOU EXIT AFTER 5 years

5.62 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4739.57 €

IF YOU EXIT AFTER 5 years

7353.40 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-52.60 %

IF YOU EXIT AFTER 5 years

-5.96 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9127.53 €

IF YOU EXIT AFTER 5 years

9730.06 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.72 %

IF YOU EXIT AFTER 5 years

-0.55 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10218.71 €

IF YOU EXIT AFTER 5 years

11228.78 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.19 %

IF YOU EXIT AFTER 5 years

2.34 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

11764.06 €

IF YOU EXIT AFTER 5 years

12076.23 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

17.64 %

IF YOU EXIT AFTER 5 years

3.85 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4739.57 €

IF YOU EXIT AFTER 5 years

7353.40 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-52.60 %

IF YOU EXIT AFTER 5 years

-5.96 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9127.53 €

IF YOU EXIT AFTER 5 years

9730.06 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.72 %

IF YOU EXIT AFTER 5 years

-0.55 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10218.71 €

IF YOU EXIT AFTER 5 years

11228.78 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.19 %

IF YOU EXIT AFTER 5 years

2.34 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

11764.06 €

IF YOU EXIT AFTER 5 years

12076.23 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

17.64 %

IF YOU EXIT AFTER 5 years

3.85 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4739.57 €

IF YOU EXIT AFTER 5 years

7353.40 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-52.60 %

IF YOU EXIT AFTER 5 years

-5.96 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9127.53 €

IF YOU EXIT AFTER 5 years

9730.06 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.72 %

IF YOU EXIT AFTER 5 years

-0.55 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10218.71 €

IF YOU EXIT AFTER 5 years

11228.78 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.19 %

IF YOU EXIT AFTER 5 years

2.34 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

11764.06 €

IF YOU EXIT AFTER 5 years

12076.23 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

17.64 %

IF YOU EXIT AFTER 5 years

3.85 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4739.57 €

IF YOU EXIT AFTER 5 years

7353.40 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-52.60 %

IF YOU EXIT AFTER 5 years

-5.96 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9127.53 €

IF YOU EXIT AFTER 5 years

9730.06 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.72 %

IF YOU EXIT AFTER 5 years

-0.55 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10218.71 €

IF YOU EXIT AFTER 5 years

11228.78 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.19 %

IF YOU EXIT AFTER 5 years

2.34 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

11764.06 €

IF YOU EXIT AFTER 5 years

12076.23 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

17.64 %

IF YOU EXIT AFTER 5 years

3.85 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4739.57 €

IF YOU EXIT AFTER 5 years

7353.40 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-52.60 %

IF YOU EXIT AFTER 5 years

-5.96 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9127.53 €

IF YOU EXIT AFTER 5 years

9730.06 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.72 %

IF YOU EXIT AFTER 5 years

-0.55 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10218.71 €

IF YOU EXIT AFTER 5 years

11228.78 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.19 %

IF YOU EXIT AFTER 5 years

2.34 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

11764.06 €

IF YOU EXIT AFTER 5 years

12076.23 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

17.64 %

IF YOU EXIT AFTER 5 years

3.85 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4743.05 €

IF YOU EXIT AFTER 5 years

7353.77 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-52.57 %

IF YOU EXIT AFTER 5 years

-5.96 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9127.53 €

IF YOU EXIT AFTER 5 years

9730.06 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.72 %

IF YOU EXIT AFTER 5 years

-0.55 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10219.5 €

IF YOU EXIT AFTER 5 years

11241.32 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.20 %

IF YOU EXIT AFTER 5 years

2.37 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

11764.06 €

IF YOU EXIT AFTER 5 years

12160.17 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

17.64 %

IF YOU EXIT AFTER 5 years

3.99 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4743.05 €

IF YOU EXIT AFTER 5 years

7353.77 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-52.57 %

IF YOU EXIT AFTER 5 years

-5.96 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9127.53 €

IF YOU EXIT AFTER 5 years

9730.06 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.72 %

IF YOU EXIT AFTER 5 years

-0.55 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10219.5 €

IF YOU EXIT AFTER 5 years

11241.32 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.20 %

IF YOU EXIT AFTER 5 years

2.37 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

11764.06 €

IF YOU EXIT AFTER 5 years

12160.17 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

17.64 %

IF YOU EXIT AFTER 5 years

3.99 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4751.15 €

IF YOU EXIT AFTER 5 years

7354.47 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-52.49 %

IF YOU EXIT AFTER 5 years

-5.96 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9127.53 €

IF YOU EXIT AFTER 5 years

9730.06 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.72 %

IF YOU EXIT AFTER 5 years

-0.55 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10223.81 €

IF YOU EXIT AFTER 5 years

11283.70 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.24 %

IF YOU EXIT AFTER 5 years

2.44 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

11764.06 €

IF YOU EXIT AFTER 5 years

12375.77 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

17.64 %

IF YOU EXIT AFTER 5 years

4.36 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4751.15 €

IF YOU EXIT AFTER 5 years

7354.47 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-52.49 %

IF YOU EXIT AFTER 5 years

-5.96 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9127.53 €

IF YOU EXIT AFTER 5 years

9730.06 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.72 %

IF YOU EXIT AFTER 5 years

-0.55 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10223.81 €

IF YOU EXIT AFTER 5 years

11283.70 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.24 %

IF YOU EXIT AFTER 5 years

2.44 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

11764.06 €

IF YOU EXIT AFTER 5 years

12375.77 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

17.64 %

IF YOU EXIT AFTER 5 years

4.36 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4751.15 €

IF YOU EXIT AFTER 5 years

7354.47 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-52.49 %

IF YOU EXIT AFTER 5 years

-5.96 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9127.53 €

IF YOU EXIT AFTER 5 years

9730.06 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.72 %

IF YOU EXIT AFTER 5 years

-0.55 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10223.81 €

IF YOU EXIT AFTER 5 years

11283.70 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.24 %

IF YOU EXIT AFTER 5 years

2.44 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

11764.06 €

IF YOU EXIT AFTER 5 years

12375.77 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

17.64 %

IF YOU EXIT AFTER 5 years

4.36 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4751.15 €

IF YOU EXIT AFTER 5 years

7354.47 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-52.49 %

IF YOU EXIT AFTER 5 years

-5.96 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9127.53 €

IF YOU EXIT AFTER 5 years

9730.06 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.72 %

IF YOU EXIT AFTER 5 years

-0.55 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10223.81 €

IF YOU EXIT AFTER 5 years

11283.70 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.24 %

IF YOU EXIT AFTER 5 years

2.44 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

11764.06 €

IF YOU EXIT AFTER 5 years

12375.77 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

17.64 %

IF YOU EXIT AFTER 5 years

4.36 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4751.6 €

IF YOU EXIT AFTER 5 years

7354.51 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-52.48 %

IF YOU EXIT AFTER 5 years

-5.96 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9127.53 €

IF YOU EXIT AFTER 5 years

9730.06 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.72 %

IF YOU EXIT AFTER 5 years

-0.55 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10224.11 €

IF YOU EXIT AFTER 5 years

11295.07 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.24 %

IF YOU EXIT AFTER 5 years

2.47 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

11764.06 €

IF YOU EXIT AFTER 5 years

12375.77 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

17.64 %

IF YOU EXIT AFTER 5 years

4.36 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4773.41 €

IF YOU EXIT AFTER 5 years

7064.58 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-52.27 %

IF YOU EXIT AFTER 5 years

-6.71 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9127.53 €

IF YOU EXIT AFTER 5 years

9730.06 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.72 %

IF YOU EXIT AFTER 5 years

-0.55 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10218.26 €

IF YOU EXIT AFTER 5 years

11301.78 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.18 %

IF YOU EXIT AFTER 5 years

2.48 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

11764.06 €

IF YOU EXIT AFTER 5 years

12411.83 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

17.64 %

IF YOU EXIT AFTER 5 years

4.42 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4773.41 €

IF YOU EXIT AFTER 5 years

7064.58 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-52.27 %

IF YOU EXIT AFTER 5 years

-6.71 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9127.53 €

IF YOU EXIT AFTER 5 years

9730.06 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.72 %

IF YOU EXIT AFTER 5 years

-0.55 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10218.26 €

IF YOU EXIT AFTER 5 years

11301.78 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.18 %

IF YOU EXIT AFTER 5 years

2.48 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

11764.06 €

IF YOU EXIT AFTER 5 years

12411.83 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

17.64 %

IF YOU EXIT AFTER 5 years

4.42 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4773.41 €

IF YOU EXIT AFTER 5 years

7064.58 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-52.27 %

IF YOU EXIT AFTER 5 years

-6.71 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9127.53 €

IF YOU EXIT AFTER 5 years

9730.06 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.72 %

IF YOU EXIT AFTER 5 years

-0.55 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10218.26 €

IF YOU EXIT AFTER 5 years

11301.78 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.18 %

IF YOU EXIT AFTER 5 years

2.48 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

11764.06 €

IF YOU EXIT AFTER 5 years

12411.83 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

17.64 %

IF YOU EXIT AFTER 5 years

4.42 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4773.41 €

IF YOU EXIT AFTER 5 years

7064.58 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-52.27 %

IF YOU EXIT AFTER 5 years

-6.71 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9127.53 €

IF YOU EXIT AFTER 5 years

9730.06 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.72 %

IF YOU EXIT AFTER 5 years

-0.55 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10218.26 €

IF YOU EXIT AFTER 5 years

11301.78 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.18 %

IF YOU EXIT AFTER 5 years

2.48 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

11764.06 €

IF YOU EXIT AFTER 5 years

12411.83 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

17.64 %

IF YOU EXIT AFTER 5 years

4.42 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4719.18 €

IF YOU EXIT AFTER 5 years

6782.33 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-52.81 %

IF YOU EXIT AFTER 5 years

-7.47 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9127.53 €

IF YOU EXIT AFTER 5 years

9641.12 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.72 %

IF YOU EXIT AFTER 5 years

-0.73 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10214.45 €

IF YOU EXIT AFTER 5 years

11300.94 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.14 %

IF YOU EXIT AFTER 5 years

2.48 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

11764.06 €

IF YOU EXIT AFTER 5 years

12411.87 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

17.64 %

IF YOU EXIT AFTER 5 years

4.42 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4719.18 €

IF YOU EXIT AFTER 5 years

6782.33 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-52.81 %

IF YOU EXIT AFTER 5 years

-7.47 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9127.53 €

IF YOU EXIT AFTER 5 years

9641.12 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.72 %

IF YOU EXIT AFTER 5 years

-0.73 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10214.45 €

IF YOU EXIT AFTER 5 years

11300.94 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.14 %

IF YOU EXIT AFTER 5 years

2.48 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

11764.06 €

IF YOU EXIT AFTER 5 years

12411.87 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

17.64 %

IF YOU EXIT AFTER 5 years

4.42 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4274.72 €

IF YOU EXIT AFTER 5 years

5504.86 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-57.25 %

IF YOU EXIT AFTER 5 years

-11.25 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

7972.01 €

IF YOU EXIT AFTER 5 years

8612.25 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-20.28 %

IF YOU EXIT AFTER 5 years

-2.94 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10472.28 €

IF YOU EXIT AFTER 5 years

12323.66 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

4.72 %

IF YOU EXIT AFTER 5 years

4.27 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

14271.57 €

IF YOU EXIT AFTER 5 years

15169.05 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

42.72 %

IF YOU EXIT AFTER 5 years

8.69 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4274.72 €

IF YOU EXIT AFTER 5 years

5504.86 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-57.25 %

IF YOU EXIT AFTER 5 years

-11.25 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

7972.01 €

IF YOU EXIT AFTER 5 years

8612.25 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-20.28 %

IF YOU EXIT AFTER 5 years

-2.94 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10472.28 €

IF YOU EXIT AFTER 5 years

12323.66 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

4.72 %

IF YOU EXIT AFTER 5 years

4.27 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

14271.57 €

IF YOU EXIT AFTER 5 years

15169.05 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

42.72 %

IF YOU EXIT AFTER 5 years

8.69 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4273.91 €

IF YOU EXIT AFTER 5 years

5504.71 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-57.26 %

IF YOU EXIT AFTER 5 years

-11.25 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

7972.01 €

IF YOU EXIT AFTER 5 years

8900.21 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-20.28 %

IF YOU EXIT AFTER 5 years

-2.30 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10476.27 €

IF YOU EXIT AFTER 5 years

12354.38 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

4.76 %

IF YOU EXIT AFTER 5 years

4.32 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

14271.57 €

IF YOU EXIT AFTER 5 years

15169.05 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

42.72 %

IF YOU EXIT AFTER 5 years

8.69 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4273.47 €

IF YOU EXIT AFTER 5 years

5504.64 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-57.27 %

IF YOU EXIT AFTER 5 years

-11.25 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

7972.01 €

IF YOU EXIT AFTER 5 years

9029.35 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-20.28 %

IF YOU EXIT AFTER 5 years

-2.02 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10497.85 €

IF YOU EXIT AFTER 5 years

12382.42 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

4.98 %

IF YOU EXIT AFTER 5 years

4.37 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

14271.57 €

IF YOU EXIT AFTER 5 years

15169.05 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

42.72 %

IF YOU EXIT AFTER 5 years

8.69 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4273.12 €

IF YOU EXIT AFTER 5 years

5504.59 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-57.27 %

IF YOU EXIT AFTER 5 years

-11.25 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

7972.01 €

IF YOU EXIT AFTER 5 years

8869.85 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-20.28 %

IF YOU EXIT AFTER 5 years

-2.37 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10502.65 €

IF YOU EXIT AFTER 5 years

12408.65 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

5.03 %

IF YOU EXIT AFTER 5 years

4.41 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

14271.57 €

IF YOU EXIT AFTER 5 years

15169.05 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

42.72 %

IF YOU EXIT AFTER 5 years

8.69 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4273.65 €

IF YOU EXIT AFTER 5 years

5504.62 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-57.26 %

IF YOU EXIT AFTER 5 years

-11.25 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

7972.01 €

IF YOU EXIT AFTER 5 years

8595.70 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-20.28 %

IF YOU EXIT AFTER 5 years

-2.98 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10507.37 €

IF YOU EXIT AFTER 5 years

12437.53 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

5.07 %

IF YOU EXIT AFTER 5 years

4.46 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

14271.57 €

IF YOU EXIT AFTER 5 years

15169.05 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

42.72 %

IF YOU EXIT AFTER 5 years

8.69 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4146.09 €

IF YOU EXIT AFTER 5 years

5728.15 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-58.54 %

IF YOU EXIT AFTER 5 years

-10.55 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9127.53 €

IF YOU EXIT AFTER 5 years

9376.21 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.72 %

IF YOU EXIT AFTER 5 years

-1.28 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10227.94 €

IF YOU EXIT AFTER 5 years

11419.74 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.28 %

IF YOU EXIT AFTER 5 years

2.69 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

12512.18 €

IF YOU EXIT AFTER 5 years

13836.15 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

25.12 %

IF YOU EXIT AFTER 5 years

6.71 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4153.14 €

IF YOU EXIT AFTER 5 years

5565.75 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-58.47 %

IF YOU EXIT AFTER 5 years

-11.06 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9127.53 €

IF YOU EXIT AFTER 5 years

9222.56 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.72 %

IF YOU EXIT AFTER 5 years

-1.61 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10230.22 €

IF YOU EXIT AFTER 5 years

11443.14 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.30 %

IF YOU EXIT AFTER 5 years

2.73 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

12512.19 €

IF YOU EXIT AFTER 5 years

13867.90 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

25.12 %

IF YOU EXIT AFTER 5 years

6.76 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4156.33 €

IF YOU EXIT AFTER 5 years

5522.26 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-58.44 %

IF YOU EXIT AFTER 5 years

-11.20 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9127.53 €

IF YOU EXIT AFTER 5 years

9175.12 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.72 %

IF YOU EXIT AFTER 5 years

-1.71 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10236.63 €

IF YOU EXIT AFTER 5 years

11468.13 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.37 %

IF YOU EXIT AFTER 5 years

2.78 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

12512.27 €

IF YOU EXIT AFTER 5 years

13867.85 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

25.12 %

IF YOU EXIT AFTER 5 years

6.76 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4156.55 €

IF YOU EXIT AFTER 5 years

5463.71 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-58.43 %

IF YOU EXIT AFTER 5 years

-11.39 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9127.53 €

IF YOU EXIT AFTER 5 years

9169.61 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.72 %

IF YOU EXIT AFTER 5 years

-1.72 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10244.79 €

IF YOU EXIT AFTER 5 years

11508.84 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.45 %

IF YOU EXIT AFTER 5 years

2.85 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

12512.33 €

IF YOU EXIT AFTER 5 years

13867.88 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

25.12 %

IF YOU EXIT AFTER 5 years

6.76 %

Stress Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

4159.15 €

IF YOU EXIT AFTER 5 years

5261.48 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-58.41 %

IF YOU EXIT AFTER 5 years

-12.05 %

Unfavourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

9146.62 €

IF YOU EXIT AFTER 5 years

9146.62 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

-8.53 %

IF YOU EXIT AFTER 5 years

-1.77 %

Moderate Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

10251.89 €

IF YOU EXIT AFTER 5 years

11555.36 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

2.52 %

IF YOU EXIT AFTER 5 years

2.93 %

Favourable Scenario

WHAT YOU MIGHT GET BACK AFTER COSTS

IF YOU EXIT AFTER 1 YEAR

12512.23 €

IF YOU EXIT AFTER 5 years

13867.73 €

AVERAGE RETURN EACH YEAR

IF YOU EXIT AFTER 1 YEAR

25.12 %

IF YOU EXIT AFTER 5 years

6.76 %

This table shows the money you could get back over 3 under different scenarios, assuming that you invest 10,000.00 CHF.
The scenarios shown illustrate how your investment could perform. You can compare them with the stress scenarios for other products. The stress scenario shows what you might get back in extreme market circumstances.

LEGAL FORM

Sub-Fund of the Luxembourg SICAV Tikehau Fund

REFERENCE CURRENCY

EUR

ALLOCATION OF RESULTS

Accumulation

AMF CLASSIFICATION

N/A

MINIMUM OF SUBSCRIPTION

EUR 10 000 000

CENTRALISATION OF SUBSCRIPTION AND REDEMPTION ORDERS

Daily before 16:00 pm (Luxembourg time)

SUBSCRIPTION FEE ACCRUING TO THE FUND

None

SUBSCRIPTION FEE NOT ACCRUING TO THE FUND

None

REDEMPTION FEE NOT ACCRUING TO THE FUND

None

REDEMPTION FEE RETAINED BY THE FUND

None

SETTLEMENT OF SUBSCRIPTIONS AND REDEMPTIONS

D+2 (working days)

Gates

In the event of exceptional circumstances and when in investors' interest, the Management Company can invoke a gates mechanism with a trigger of 10%.

Swing Pricing

N/A

MANAGEMENT FEES

0.75% maximum

PERFORMANCE FEES

10% of the performance over the reference indicator €STR + 225 bps, net of management fee

OTHER ADMIN FEES

None

The table is intended to present the main characteristics of the Fund, and therefore does not provide an exhaustive view of information required to make a final investment decision (in particular, all fees and costs that may be charged to the investor). This information is featured in the Fund's prospectus and KID, available in the Documents tab.

Sustainability

File Name

Publication Date

File Type

SFDR Article 10 website disclosure - Tikehau International Cross Assets - EN - 30.04.2025
30 April 2025
30 April 2025
PDF
SFDR pre contractual documentation - Tikehau International Cross Assets - EN - 28.01.2025
28 January 2025
28 January 2025
PDF
SFDR periodic report - Tikehau International Cross Assets - EN - 04.07.2025
04 July 2025
04 July 2025
PDF
KIDs (Key Investor Documents)

File Name

Publication Date

File Type

KID - Tikehau International Cross Assets - S-Acc-EUR - CH-EN - 21.03.2025
21 March 2025
21 March 2025
PDF
KID - Tikehau International Cross Assets - S-Acc-EUR - DE - 21.03.2025
21 March 2025
21 March 2025
PDF
KID - Tikehau International Cross Assets - S-Acc-EUR - EN - 21.03.2025
21 March 2025
21 March 2025
PDF
KID - Tikehau International Cross Assets - S-Acc-EUR - IT - 21.03.2025
21 March 2025
21 March 2025
PDF
KID - Tikehau International Cross Assets - S-Acc-EUR - NL - 21.03.2025
21 March 2025
21 March 2025
PDF
Prospectus

File Name

Publication Date

File Type

Prospectus - Tikehau Fund - CH-EN - 28.04.2025
28 April 2025
28 April 2025
PDF
Prospectus - Tikehau Fund - EN - 28.04.2025
28 April 2025
28 April 2025
PDF
Notice to Investors

File Name

Publication Date

File Type

Notice To Investors - Tikehau International Cross Assets - DE - 20.01.2025
20 January 2025
20 January 2025
PDF
Notice To Investors - Tikehau International Cross Assets - EN - 20.01.2025
20 January 2025
20 January 2025
PDF
Notice To Investors - Tikehau International Cross Assets - ES - 20.01.2025
20 January 2025
20 January 2025
PDF
Notice To Investors - Tikehau International Cross Assets - IT - 20.01.2025
20 January 2025
20 January 2025
PDF
Notice To Investors - Tikehau International Cross Assets - NL - 20.01.2025
20 January 2025
20 January 2025
PDF
Documentation

File Name

Publication Date

File Type

Annual Report - Tikehau Fund - EN - 29.12.2023
29 December 2023
29 December 2023
PDF
Semi Annual Report - Tikehau Fund - EN - 30.06.2025
30 June 2025
30 June 2025
PDF
Share Class Listing - Tikehau Fund - EN - 18.12.2025
18 December 2025
18 December 2025
PDF